Kevin Hay

Kevin began working in the financial services industry in 2006. He currently serves as a Financial Advisor. He has obtained the Private Investment Management (PIM^®) and Fundamental Choice (FC^®) Designation that enables him to construct customized portfolios that follow an investment plan customized to the needs of the client. He is a Bartlesville native graduating from Bartlesville High School in 1999 and graduating from Liberty University in 2003. Kevin serves on three non-profit boards: The Green Country Free Clinic, Oklahoma Wesleyan University Foundation Board and Investment Committee, and the Tri County Tech Foundation Board which all serve the community in great ways.

Kevin’s knowledge and proficiency in the areas of charitable giving, estate planning strategies, and generational wealth transfer allow him to utilize a holistic approach with clients. Kevin’s ability to speak and translate Spanish bring an additional value to his role on our team.

In his spare time, one will find Kevin coaching youth soccer and basketball in the community. Kevin believes that youth sports is a great way to give back to the community while staying engaged in the interests of his own children. Kevin and his wife, Caroline, have the privilege of raising three boys. He and his family are members of First Wesleyan Church.

Advisory programs are not designed for excessively traded or inactive accounts and are not appropriate for all investors. Please carefully review the advisory disclosure document for a full description of our services.The minimum account size for these programs varies.

CA Insurance License Number: 4188592. Resident State OK